Asia Chart Pack Japan: Economy to outperform low expectations (Mar 08) Most discussion of the outlook for Japan in 2008 assumes that the two alternatives are a sharp slowdown or an outright recession. However, much of the incoming data actually favours a third scenario... 29th February 2008 · 1 min read
Asia Economics Update India: slowdown + elections = fiscal populism At 8.4% y/y, India’s Q4 GDP figure confirmed that it is not immune to the global slowdown. The deceleration is not entirely unwelcome as it puts growth on a more sustainable path. Nevertheless, in a... 29th February 2008 · 1 min read
UK Economics Update Fall in bad debt unlikely to last Our measure of household bad debt fell in the final quarter of last year. However, bad debts are likely to start rising again before long as the rises in interest rates in 2006/07 start to take effect... 29th February 2008 · 1 min read
UK Economics Update Fall in bad debt unlikely to last Our measure of household bad debt fell in the final quarter of last year. However, bad debts are likely to start rising again before long as the rises in interest rates in 2006/07 start to take effect... 29th February 2008 · 1 min read
Europe Data Response Euro-zone EC Survey (Feb.), Unemp. & Final CPI (Jan.) 29th February 2008 · 1 min read
UK Data Response UK N'wide House Prices (Feb) & Mortgage approvals (Jan) 29th February 2008 · 1 min read
UK Data Response UK N'wide House Prices (Feb) & Mortgage approvals (Jan) 29th February 2008 · 1 min read
UK Housing Market Data Response UK N'wide House Prices (Feb) & Mortgage approvals (Jan) 29th February 2008 · 1 min read
Capital Daily US relying on external demand to keep its head above water 29th February 2008 · 1 min read
ECB Watch Cracks in ECB's hawkish stance to widen We suspect that suggestions that the ECB will signal an imminent cut in interest rates at March’s Governing Council meeting will be disappointed. Nonetheless, with the new staff economic forecasts... 28th February 2008 · 1 min read
US Employment Report Preview The birth/death model: good in theory, bad in practice 28th February 2008 · 1 min read
